See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $456,396 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $44,993 |
QDRO CONSULTANTS COMPANY, LLC10+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,621 | $67,679-1.6% | $155,509-57.2% | $99,062-32.7% |
| Participation rate | 55.7% | 67.2%-11.5pp | 78.2%-22.5pp | 71.6%-15.9pp |
| Annual return | 15.80% | 16.16%-0.4pp | 64.67%-48.9pp | 17.66%-1.9pp |
| Employer contribution / active EE | $1,664 | $2,268-26.6% | $4,672-64.4% | $3,262-49.0% |
| Participant deferral / active EE | $3,903 | $3,828+1.9% | $5,626-30.6% | $5,331-26.8% |
| Admin fee / account holder | $81 | $94-13.4% | $15,912-99.5% | $109-25.6% |